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JPMorgan Chase

4,743 hedge funds and large institutions have $583B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 250 funds opening new positions, 2,026 increasing their positions, 2,009 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 250 | Existing positions closed: 105

17% more capital invested

Capital invested by funds: $497B → $583B (+$86.1B)

12% more funds holding in top 10

Funds holding in top 10: 844949 (+105)

2% more funds holding

Funds holding: 4,6664,743 (+77)

1% more repeat investments, than reductions

Existing positions increased: 2,026 | Existing positions reduced: 2,009

0.08% more ownership

Funds ownership: 72.31%72.38% (+0.08%)

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,743
Holders Change
+77
Holders Change %
+1.65%
% of All Funds
62.42%
Holding in Top 10
949
Holding in Top 10 Change
+105
Holding in Top 10 Change %
+12.44%
% of All Funds
12.49%
New
250
Increased
2,026
Reduced
2,009
Closed
105
Calls
$9.99B
Puts
$11B
Net Calls
-$1B
Net Calls Change
+$299M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
2101
Accent Capital Management
Ohio
$4.4M +$82.9K +325 +2%
HAG
2102
HF Advisory Group
Maryland
$4.39M +$423K +1,658 +12%
WFI
2103
West Family Investments
California
$4.39M +$1.35M +5,272 +53%
TWA
2104
TCI Wealth Advisors
Arizona
$4.39M -$35.7K -140 -0.9%
AWM
2105
Aberdeen Wealth Management
Illinois
$4.39M
TPWM
2106
Twelve Points Wealth Management
Massachusetts
$4.37M +$11.5K +45 +0.3%
OIS
2107
Okabena Investment Services
Minnesota
$4.35M +$76.6K +300 +2%
BL
2108
Bleichroeder LP
New York
$4.35M
ALA
2109
Atlas Legacy Advisors
California
$4.34M -$362K -1,418 -9%
MGWM
2110
Marks Group Wealth Management
Minnesota
$4.34M -$1.34M -5,267 -26%
OWA
2111
Octavia Wealth Advisors
Ohio
$4.34M -$1.48M -5,796 -28%
CWM
2112
Centric Wealth Management
Illinois
$4.34M +$61.5K +241 +2%
REMPR
2113
Roof Eidam Maycock Peralta (REMP)
California
$4.34M +$25.5K +100 +0.7%
M1FG
2114
Mach-1 Financial Group
Arkansas
$4.33M -$343K -1,346 -8%
MPW
2115
MASECO Private Wealth
$4.33M +$3.81M +14,936 New
C
2116
Certuity
Florida
$4.32M -$129K -505 -3%
FIM
2117
FWL Investment Management
Texas
$4.32M -$73K -286 -2%
LWM
2118
Lodestone Wealth Management
Washington
$4.31M -$714K -2,797 -16%
NPT
2119
National Philanthropic Trust
Pennsylvania
$4.31M +$516K +2,021 +16%
LCGC
2120
Legacy Capital Group California
California
$4.31M +$1.26M +4,938 +50%
BCM
2121
Brasada Capital Management
Texas
$4.3M +$49.8K +195 +1%
EW
2122
Elyxium Wealth
California
$4.3M +$89.6K +351 +2%
CAIM
2123
Catherine Avery Investment Management
Florida
$4.3M -$176K -688 -4%
GP
2124
Greenline Partners
New York
$4.3M +$138K +541 +4%
GAM
2125
Grandview Asset Management
Pennsylvania
$4.29M -$18.6K -73 -0.5%

JPM Hedge Fund Activity: Q2 2025 in Review

4,743 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2025, worth a combined $583B — up 17% from $497B a quarter earlier.

Buyers outnumbered sellers: 250 funds opened new JPM positions and 105 closed out — a net gain of 145 holders — while 2,026 added to existing stakes and 2,009 trimmed.

The largest buyer was Bank of America, adding an estimated $1.6B. The largest seller was Fidelity Investments, cutting an estimated $1.27B.

  • 4,743 institutional investors held JPMorgan Chase (JPM) as of Q2 2025, up from 4,666 in Q1 2025.
  • Funds reported $583B of JPMorgan Chase stock for Q2 2025, up 17% quarter-over-quarter.
  • 250 funds opened new JPMorgan Chase positions in Q2 2025 and 105 closed out, a net change of +145 holders.
  • The largest JPMorgan Chase buyer in Q2 2025 was Bank of America, an estimated $1.6B added.
  • The largest JPMorgan Chase seller in Q2 2025 was Fidelity Investments, an estimated $1.27B sold.

Based on aggregated 13F filings for Q2 2025.